13F Insight
DOSSIER · 13F Holders · Q1 2026
XTEN

BONDBLOXX ETF TRUST

196 institutions still hold BONDBLOXX ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09789C812·196 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$725M
visible holders
Holders
196
filers reporting
Concentration
19.00%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

196 institutions reported XTEN in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 19.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$138M3.0M0.04%Q1 202602
Prime Capital Investment Advisors, LLC
CIK 0001731446
$91M2.0M1.05%Q1 202603
Gradient Investments LLC
CIK 0001542265
$87M1.9M1.20%Q2 202604
JPMORGAN CHASE & CO
CIK 0000019617
$76M1.7M0.00%Q1 202605
OneDigital Investment Advisors LLC
CIK 0001690370
$71M1.5M0.69%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$37M815K0.00%Q1 202607
Virtue Capital Management, LLC
CIK 0001729985
$28M603K4.20%Q1 202608
Northland Capital Management LLC
CIK 0001693032
$27M591K14.51%Q2 202609
Cerity Partners LLC
CIK 0001566475
$24M525K0.03%Q1 202610
Austin Private Wealth, LLC
CIK 0001800328
$23M500K1.72%Q4 202511
Arax Advisory Partners
CIK 0001586767
$19M407K0.53%Q1 202612
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$18M394K0.20%Q1 202613
One Wealth Advisors, LLC
CIK 0001725297
$17M363K2.07%Q1 202614
Horst & Graben Wealth Management LLC
CIK 0001818207
$14M318K1.90%Q2 202615
AE Wealth Management LLC
CIK 0001697723
$12M251K0.06%Q1 202616
Heck Capital Advisors, LLC
CIK 0002046227
$11M240K0.65%Q2 202617
Janney Montgomery Scott LLC
CIK 0001329948
$9M199K0.02%Q1 202618
PARK AVENUE SECURITIES LLC
CIK 0001071640
$9M186K0.07%Q1 202619
DUTCH ASSET Corp
CIK 0002115141
$8M182K5.62%Q1 202620
Cetera Investment Advisers
CIK 0001666741
$7M159K0.01%Q1 2026
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